Warren Redlich - Chasing Dreams 🇺🇸(@WR4NYGov):My sense from X, even before this poll, is that most Micron investors do not know that it is the 3rd largest maker of HBM memory chips for AI compute. SK Hynix has 56% market share of HBM. Samsung is #2. Both are investing massively into new fabs with support from the Korean government.

Warren Redlich - Chasing Dreams 🇺🇸

@WR4NYGov

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参加 January 2010

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Warren Redlich - Chasing Dreams 🇺🇸@WR4NYGov

2026.08.11 15:30

My sense from X, even before this poll, is that most Micron investors do not know that it is the 3rd largest maker of HBM memory chips for AI compute. SK Hynix has 56% market share of HBM. Samsung is #2#. Both are investing massively into new fabs with support from the Korean government.